WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,863,255 | -2.7% | 47,586 | +0.4% | 0.04% | 0.0% |
| Q2 2023 | $2,942,973 | +3.9% | 47,398 | +1.3% | 0.04% | -2.2% |
| Q1 2023 | $2,833,794 | +0.6% | 46,770 | +0.7% | 0.04% | -6.2% |
| Q4 2022 | $2,817,707 | +11.0% | 46,458 | -0.7% | 0.05% | +2.1% |
| Q3 2022 | $2,539,000 | -7.8% | 46,798 | -1.6% | 0.05% | -6.0% |
| Q2 2022 | $2,755,000 | -2.9% | 47,577 | +8.3% | 0.05% | +13.6% |
| Q1 2022 | $2,836,000 | +1.1% | 43,935 | +1.5% | 0.04% | +2.3% |
| Q4 2021 | $2,804,000 | +12.4% | 43,305 | +103.9% | 0.04% | 0.0% |
| Q3 2021 | $2,494,000 | -4.3% | 21,238 | -3.4% | 0.04% | -2.3% |
| Q2 2021 | $2,605,000 | -100.0% | 21,983 | -65.4% | 0.04% | -30.2% |
| Q1 2021 | $7,176,942,000 | +327464.7% | 63,490 | +203.8% | 0.06% | +34.0% |
| Q4 2020 | $2,191,000 | +16.9% | 20,898 | +4.8% | 0.05% | 0.0% |
| Q3 2020 | $1,874,000 | +4.8% | 19,948 | +0.5% | 0.05% | -7.8% |
| Q2 2020 | $1,788,000 | +18.7% | 19,846 | +3.2% | 0.05% | -7.3% |
| Q1 2020 | $1,506,000 | -23.3% | 19,238 | +3.4% | 0.06% | -5.2% |
| Q4 2019 | $1,964,000 | +5.2% | 18,607 | -1.2% | 0.06% | -7.9% |
| Q3 2019 | $1,867,000 | +1.8% | 18,841 | -0.2% | 0.06% | -6.0% |
| Q2 2019 | $1,834,000 | +0.7% | 18,877 | -2.0% | 0.07% | -13.0% |
| Q1 2019 | $1,822,000 | +11.8% | 19,260 | -0.0% | 0.08% | -2.5% |
| Q4 2018 | $1,630,000 | +8478.9% | 19,267 | +9533.5% | 0.08% | +7800.0% |
| Q3 2018 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | -5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $17,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
| Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
| LCNB CORP | 12,744 | $1,035,000 | 1.02% |
| Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
| SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
| CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
| Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
| Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
| TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |